Empower Advisory Group, LLC Schwab Strategic Tr Us Small C Transaction History

Empower Advisory Group, LLC

$33.2 Billion
Q2 2025

A detailed history of Empower Advisory Group, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Empower Advisory Group, LLC holds 33,442,998 shares of SCHA stock, worth $932 Million. This represents 2.55% of its overall portfolio holdings.

Number of Shares

33,442,998

Previous 26,393,000 26.71%

Holding current value

$932 Million

Previous $618 Million 36.82%

% of portfolio

2.55%

Previous 2.03%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	BUY	$20.42 - $25.3 $144 Million - $178 Million	7,049,998 Added 26.71%	33,442,998 $846 Million
Q1 2025 May 09, 2025	BUY	$23.16 - $27.04 $24.5 Million - $28.6 Million	1,057,580 Added 4.17%	26,393,000 $618 Million
Q4 2024 Jan 31, 2025	BUY	$25.33 - $51.16 $330 Million - $667 Million	13,037,193 Added 106.01%	25,335,420 $655 Million
Q3 2024 Nov 05, 2024	BUY	$46.9 - $51.96 $16.4 Million - $18.1 Million	348,995 Added 2.92%	12,298,227 $633 Million
Q2 2024 Jul 25, 2024	BUY	$45.24 - $49.04 $7.38 Million - $7.99 Million	163,025 Added 1.38%	11,949,232 $567 Million
Q1 2024 May 02, 2024	SELL	$44.84 - $49.24 $20.9 Million - $23 Million	-467,190 Reduced 3.81%	11,786,207 $580 Million
Q4 2023 Feb 07, 2024	BUY	$38.13 - $48.02 $54.3 Million - $68.4 Million	1,425,251 Added 13.16%	12,253,397 $579 Million
Q3 2023 Nov 03, 2023	SELL	$40.85 - $46.1 $38.4 Million - $43.4 Million	-940,986 Reduced 8.0%	10,828,146 $449 Million
Q2 2023 Aug 10, 2023	BUY	$39.91 - $43.82 $24.4 Million - $26.8 Million	612,552 Added 5.49%	11,769,132 $515 Million
Q1 2023 May 25, 2023	BUY	$39.82 - $46.36 $444 Million - $517 Million	11,156,580 New	11,156,580 $468 Million

Others Institutions Holding SCHA

# of Institutions

1,284

Shares Held

257M

Call Options Held

61.6K

Put Options Held

2.1K

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
Sector ETFs
Industry ETFs

More about SCHA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Empower Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Empower Advisory Group, LLC with notifications on news.

Account

Empower Advisory Group, LLC Schwab Strategic Tr Us Small C Transaction History